Sterling Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History

Sterling Financial Planning’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$739K	Buy	10,421 +12	+0.1%	+$889	0.22%	57
2025 Q4	$772K	Sell	10,409 -236	-2%	-$17.3K	0.23%	57
2025 Q3	$771K	Sell	10,645 -53	-0.5%	-$3.69K	0.24%	56
2025 Q2	$717K	Buy	10,698 +575	+6%	+$35.6K	0.24%	58
2025 Q1	$612K	Buy	10,123 +1,087	+12%	+$69.5K	0.22%	62
2024 Q4	$576K	Sell	9,036 -137	-1%	-$8.78K	0.21%	66
2024 Q3	$571K	Buy	9,173 +753	+9%	+$45.1K	0.21%	68
2024 Q2	$496K	Buy	8,420 +4,255	+102%	+$242K	0.2%	69
2024 Q1	$237K	Buy	+4,165	New	+$225K	0.1%	99

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sterling Financial Planning's DFUS Position: Q1 2026 in Review

Sterling Financial Planning increased its Dimensional US Equity ETF (DFUS) stake by 0.12% in Q1 2026, buying an estimated $889 and bringing the position to 10,421 shares worth $739K. The position accounts for 0.22% of the portfolio, ranked #57.

Sterling Financial Planning first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $772K in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Sterling Financial Planning held 10,421 shares of Dimensional US Equity ETF worth $739K as of Q1 2026.
Sterling Financial Planning bought 12 Dimensional US Equity ETF shares in Q1 2026, an estimated $889.
Dimensional US Equity ETF made up 0.22% of Sterling Financial Planning's portfolio in Q1 2026, its #57 holding.
Sterling Financial Planning first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Sterling Financial Planning's Dimensional US Equity ETF position peaked at $772K in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.